Financial Planning Assistant

  • Location:

    Northwich, Cheshire

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £20000 - £25000 per annum

  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Startdate:


Financial Planning Administrator
£20,000 - £25,000

I am pleased to be engaged by a national Financial Services organisation to assist with the appointment of an additional IFA Administrator to join their growing & highly-regarded team.

The successful applicant will be instrumental in the provision of first class, professional and efficient support to Financial Advisers, operating in the pensions, investments and life market. This role will focus on developing professional relationships with internal and external stakeholders and product providers in order to ensure the streamlined and smooth running of business applications from processing to completion.

This is an exciting opportunity which will allow the appointee to further broaden their knowledge and expertise, and make progress towards the relevant industry qualifications in a supportive, respectful and positive environment. Equally, you wouldn't be put under pressure to do so if you enjoy working in support capacity.

Experience of working in the Financial Planning market is a MUST for your application to be considered. IRESS back office system experienced will be desirable. You will also be highly organised, proactive and enthusiastic, with good attention to detail.

If you meet the experience criteria and would like to find out more, please contact Antonia Mihaylova at Search Financial Services directly in Manchester on 835 8318 or All calls and correspondence will be treated in the strictest confidence. Alternatively, I can also be contacted via LinkedIn.

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.